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C.ARMACOST/A.CENA/G.GEILING/G.MESNIANEFF--COMMUNICATIONS EQUIPMENT.

(GAB490) COMMUNICATIONS EQUIPMENT. In one of TWST's hallmark roundtable discussions, a distinguished panel of analysts reviews at great length the performance of the COMMUNICATIONS EQUIPMENT industry, and examines the factors that determine the success of companies within the sector. It discusses changes within the sector, and especially as they relate to competition, globalization, cost and price pressures and mergers and alliances between companies. Based on its analysis of the industry, the panel identifies companies best placed to succeed in the medium term future. Panel includes CHRISTIN ARMACOST/EVEREN SECURITIES, ALEX CENA/SALOMON SMITH BARNEY, GREG GEILING/JP MORGAN, GREG MESIANEFF/ROBINSON-HUMPHREY. Companies mentioned include CSCO, LU, MOT, NT, QCOM, TLAB, ERICY, NOK.A, ALA, COMS, ASND, CEIN, WCOM, T, TXCC, ADTN. Published date 01/18/99. Complete text approximately 15-20,000 words. Document # GAB490. INDUSTRY ROUNDTABLES, The Wall Street Transcript, 100 Wall Street, NY 10005. Voice (212) 952 7400. Fax: (212) 668-9842. E-mail: transcript@twst.com.
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Publication:Wall Street Transcript Digest
Geographic Code:1USA
Date:Jan 18, 1999
Words:156
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